ActiveCRM by ActivePBX for Sugar

Calls

Sync your entire list of inbound and outbound phone calls to Sugar. ActiveCRM will even tell you who in your company answered the call. We will let you know who spoke to your lead or customer and what they spoke about.

Emails

Sync your last customer emails from Sugar. You’ll never have to guess what that last conversation was with the customer. Start where you left off and gain more efficiency.

Notes

Take notes and they will be displayed in the activities slider. Quickly check your latest notes. Have the necessary intelligence to close those deals and help customers all from one place.

@mentions

It’s easy to share your call notes with team members, just type @ and the username (e.g. @john). Your call notes and record will get emailed directly to that user. This assures that important information is not only entered into Sugar but also emailed to your teammate.

Task Follow-up

Natural language processing lets you type familiar phrases like “Follow-up tomorrow” and ActiveCRM will create a task in Sugar to remind you to follow up with your caller on a specific date!

Indicators

ActiveCRM will show a green indicator on the right corner for both @mentions and task follow-ups so that you know what activities will be processed after the call is completed.

BENEFITS

Features your users will love, ActiveCRM is not your traditional CTI connector.

All calls are automatically logged. You don’t even need your SugarCRM open or your computer on for ActiveCRM to work.